See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,043 | $105,859+192.9% | $90,160+243.9% | $147,584+110.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.93% | 37.63%-20.7pp | 34.88%-18.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $8,154 | $4,126+97.6% | $3,318+145.8% | $4,876+67.2% |
| Participant deferral / active EE | $13,332 | $5,733+132.5% | $5,288+152.1% | $5,439+145.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |